Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
193+ 6.54% |
$32.2K - $38.7K
|
3.15K
$980K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
191+ 3.11% |
$31.9K - $38.3K
|
6.33K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
191+ 3.53% |
$31.9K - $38.3K
|
5.6K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
191+ 3.34% |
$31.9K - $38.3K
|
5.91K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
191+ 1.26% |
$31.9K - $38.3K
|
15.3K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
191+ 3.05% |
$31.9K - $38.3K
|
6.45K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
190+ 1.52% |
$31.7K - $38.1K
|
12.7K
$3.95M
|
|
|
Aug 14, 2025
Q1 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
190+ 1.77% |
$31.7K - $38.1K
|
11K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
186New |
$31.1K - $37.3K
|
186
$58K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
184+ 0.2% |
$30.7K - $36.9K
|
90.9K
$28.3M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
184+ 1.62% |
$30.7K - $36.9K
|
11.6K
$3.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
184+ 14.56% |
$30.7K - $36.9K
|
1.45K
$451K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
183+ 3.81% |
$30.6K - $36.7K
|
4.99K
$1.56M
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
183+ 7.52% |
$30.6K - $36.7K
|
2.62K
$816K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
182+ 0.19% |
$30.4K - $36.5K
|
94K
$29.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
181+ 2.9% |
$30.2K - $36.3K
|
6.41K
$2M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
181+ 0.69% |
$30.2K - $36.3K
|
26.6K
$8.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
180+ 1.58% |
$30.1K - $36.1K
|
11.6K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
180+ 0.32% |
$30.1K - $36.1K
|
56.2K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
179+ 2.5% |
$29.9K - $35.9K
|
7.34K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
179+ 1.13% |
$29.9K - $35.9K
|
16.1K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
179+ 5.38% |
$29.9K - $35.9K
|
3.51K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
178+ 5.73% |
$29.7K - $35.7K
|
3.28K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
178+ 1.61% |
$29.7K - $35.7K
|
11.3K
$3.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
177+ 0.64% |
$29.6K - $35.5K
|
28K
$8.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
177+ 10.59% |
$29.6K - $35.5K
|
1.85K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
177+ 1.65% |
$29.6K - $35.5K
|
10.9K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
176+ 3.32% |
$29.4K - $35.3K
|
5.47K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
175+ 0.48% |
$29.2K - $35.1K
|
37K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
175+ 13.0% |
$29.2K - $35.1K
|
1.52K
$474K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
175+ 11.32% |
$29.2K - $35.1K
|
1.72K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
174+ 1.91% |
$29.1K - $34.9K
|
9.3K
$2.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
173+ 3.56% |
$28.9K - $34.7K
|
5.03K
$1.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
173+ 4.48% |
$28.9K - $34.7K
|
4.04K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
172+ 4.71% |
$28.7K - $34.5K
|
3.82K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
171+ 1.13% |
$28.6K - $34.3K
|
15.3K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
171+ 0.39% |
$28.6K - $34.3K
|
44.4K
$13.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
170New |
$28.4K - $34.1K
|
170
$53K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
170+ 9.73% |
$28.4K - $34.1K
|
1.92K
$598K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
169+ 1.52% |
$28.2K - $33.9K
|
11.3K
$3.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
168+ 5.61% |
$28.1K - $33.7K
|
3.16K
$986K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
168+ 1.08% |
$28.1K - $33.7K
|
15.7K
$4.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
167+ 1.72% |
$27.9K - $33.5K
|
9.89K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
167+ 4.72% |
$27.9K - $33.5K
|
3.7K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
165+ 1.48% |
$27.6K - $33K
|
11.3K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
165+ 1.8% |
$27.6K - $33K
|
9.33K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
165+ 2.96% |
$27.6K - $33K
|
5.74K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
163+ 2.71% |
$27.2K - $32.6K
|
6.18K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
162+ 0.69% |
$27.1K - $32.4K
|
23.5K
$7.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
161+ 3.1% |
$26.9K - $32.2K
|
5.35K
$1.67M
|